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LMPEX vs RWIHX
LMPEX vs RWIHX Comparison
Open Charts LMPEX vs RWIHX
Franklin Global Equity 1
Price$27.22
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets488.56M
American Funds Capital World Gr&Inc R5E
Price$72.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
LMPEX vs RWIHX Comparison Chart in %
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LMPEX vs. RWIHX commentary
Jul 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMPEX is a Buy and RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. LMPEX (489M). RWIHX pays higher dividends than LMPEX: RWIHX (1.64) vs LMPEX (0.78). LMPEX was incepted earlier than RWIHX: LMPEX (19 years) vs RWIHX (10 years). LMPEX (1.04) is less costly to investors than RWIHX (0.56). LMPEX is a more actively managed with annual turnover of: 29.00 vs. RWIHX (27.00). LMPEX has a lower initial minimum investment than RWIHX: LMPEX (0) vs RWIHX (250). LMPEX annual gain was more profitable for investors over the last year : 18.09 vs. RWIHX (14.00). LMPEX return over 5 years is better than : 84.51 vs. RWIHX (52.28).
| LMPEX | RWIHX | LMPEX / RWIHX | |
| Total Expense Ratio | 1.04 | 0.56 | 186% |
| Annual Report Gross Expense Ratio | 1.04 | 0.56 | 186% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 12.433 | 15.134 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 137B | 0% |
| Annual Yield % from dividends | 0.78 | 1.64 | 47% |
| Returns for 1 year | 18.09 | 14.00 | 129% |
| Returns for 3 years | 63.05 | 51.75 | 122% |
| Returns for 5 years | 84.51 | 52.28 | 162% |
| Returns for 10 years | 114.80 | N/A | - |
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